Filed September 12, 2025
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,960 | $45,041-66.8% | $63,003-76.3% | $70,131-78.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.97% | 18.76%-3.8pp | 87.59%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,887 | $2,052+40.7% | $2,760+4.6% | $2,342+23.3% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |